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Team lift-out

4 advisors left L•• F•••••••• L•• for K••••• A••••••• S•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Chad Alexander RolandSpokane Valley, WaAug 4, 2025Jul 31, 2025
Joel Courtney WhiteSpokane Valley, WaAug 4, 2025Jul 31, 2025
Mason Keith AdamsSpokane Valley, WaAug 4, 2025Jul 31, 2025
Matthew Morrison BordersSpokane Valley, WaAug 4, 2025Jul 31, 2025
Robert Blair RolandSpokane Valley, WaAug 4, 2025Jul 31, 2025
The rule
Registrations ended
Aug 4, 2025
Registered next
Jul 31, 2025
Branch state
WA
Cities
1, most in Spokane Valley, Wa
Registered there that day
20,707 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of L•• F•••••••• L••Other teams into K••••• A••••••• S•••••••• L••